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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,074 | $56,197-37.6% | $67,652-48.2% | $59,633-41.2% |
| Participation rate | 67.4% | 71.5%-4.0pp | 75.7%-8.2pp | 68.7%-1.2pp |
| Annual return | -0.66% | 18508.10%-18508.8pp | 6625.40%-6626.1pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $1,270 | $1,615-21.4% | $2,266-44.0% | $2,203-42.4% |
| Participant deferral / active EE | $3,782 | $2,844+33.0% | $3,560+6.2% | $3,192+18.5% |
| Admin fee / account holder | $942 | $3,958-76.2% | $4,821-80.5% | $4,297-78.1% |